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Life Events: Working in Retirement

Life happens. Will you be ready?
Throughout your investing life, you're going to experience life events — some planned, some not — that will affect your finances.
We're here to help you prepare for those critical times of financial change.

Working in retirement

The traditional retirement years have become the springboard for new journeys — and new businesses.
Keep in mind:
Understand the potential startup costs of a new business
Consider capital costs — it may be harder to get a business loan after you retire
Relocate with an eye toward your work life
Rethink when you'll take Social Security

Managing cash flow in retirement

Learn how to live within your means and make adjustments when income and expenses change.

How to earn money
from a hobby
or skill

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Footnote  1You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer-sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit merrilledge.com/retirement/rollover-ira or call a Merrill Rollover Specialist at 888.637.3343 for more information about your choices.

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